IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Short Duration High (SHYM)

CUSIP: 092528108 | NYSE | 274 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Orgel Wealth Management, LLC8,832,260
3.6% of portfolio›$188.8M
Commonwealth Equity Services, LLC1,379,286
0.0% of portfolio›$29.5M
Pearl Planning LLC340,940
3.0% of portfolio›$7.3M
Prentice Wealth Management LLC320,623
1.4% of portfolio›$6.9M
Trust Co312,781
0.6% of portfolio›$6.7M
Heritage Investment Group, Inc.240,775
0.7% of portfolio›$5.1M
Forte Asset Management LLC178,482
1.5% of portfolio›$3.8M
Crusonia Wealth Advisors LLC172,403
0.6% of portfolio›$3.7M
Cambridge Investment Research Advisors, Inc.159,955
0.0% of portfolio›$3.4M
Cliftonlarsonallen Wealth Advisors, LLC144,744
0.0% of portfolio›$3.1M
Ashton Thomas Private Wealth, LLC138,057
0.1% of portfolio›$3.0M
Joseph Group Capital Management114,864
0.4% of portfolio›$2.5M
Ellis Investment Partners, LLC106,400
0.3% of portfolio›$2.3M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors98,893
0.1% of portfolio›$2.1M
DeLarme Wealth Management, Inc.96,956
1.2% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC84,670
0.0% of portfolio›$1.8M
Legacy Advisory Services, LLC76,758
1.2% of portfolio›$1.6M
McAdam, LLC68,911
0.1% of portfolio›$1.5M
Truist Financial Corp67,795
0.0% of portfolio›$1.4M
MBA Advisors LLC53,327
0.4% of portfolio›$1.1M
Park Avenue Securities LLC44,428
0.0% of portfolio›$950.0K
Premier Path Wealth Partners, LLC43,655
0.1% of portfolio›$933.1K
Advisory Resource Group43,296
0.1% of portfolio›$925.5K
Creative Planning36,172
0.0% of portfolio›$773.2K
Farther Finance Advisors, LLC36,018
0.0% of portfolio›$769.9K
Destiny Wealth Partners, LLC35,517
0.1% of portfolio›$775.0K
Marietta Wealth Management, LLC33,837
0.1% of portfolio›$726.1K
Tortuga Wealth Management, Inc31,156
0.5% of portfolio›$666.1K
Perigon Wealth Management, LLC29,329
0.0% of portfolio›$626.9K
ShoreHaven Wealth Partners, LLC28,660
0.2% of portfolio›$612.6K
Weitzel Financial Services, Inc.28,507
0.2% of portfolio›$610.8K
Diversify Advisory Services, LLC28,022
0.0% of portfolio›$604.7K
Diversify Wealth Management, LLC28,022
0.0% of portfolio›$604.7K
Kestra Advisory Services, LLC26,862
0.0% of portfolio›$574.2K
Flagship Harbor Advisors, LLC26,484
0.0% of portfolio›$566.1K
Focused Alpha, LLC25,912
0.1% of portfolio›$553.9K
Dynamic Advisor Solutions LLC24,318
0.0% of portfolio›$519.8K
Kuhn & Co Investment Counsel23,720
0.3% of portfolio›$507.0K
GSG Advisors LLC22,012
0.1% of portfolio›$470.5K
Objective Capital Management, LLC21,896
0.4% of portfolio›$468.0K
Sagespring Wealth Partners, LLC21,548
0.0% of portfolio›$460.6K
Sowell Financial Services LLC20,900
0.0% of portfolio›$446.7K
Earned Wealth Advisors, LLC20,766
0.0% of portfolio›$443.9K
Signaturefd, LLC20,482
0.0% of portfolio›$437.8K
Hunter Associates Investment Management LLC20,164
0.1% of portfolio›$431.0K
Serenity Investment Advisors19,995
0.2% of portfolio›$427.4K
Veracity Capital LLC19,801
0.1% of portfolio›$423.2K
Apollon Wealth Management, LLC19,633
0.0% of portfolio›$419.7K
Kestra Private Wealth Services, LLC18,835
0.0% of portfolio›$402.6K
Cornerstone Wealth Management, LLC18,729
0.0% of portfolio›$400.3K
ARQ Wealth Advisors, LLC18,250
0.0% of portfolio›$390.1K
Alterna Wealth Management, Inc16,442
0.2% of portfolio›$351.4K
IFP Advisors, Inc15,886
0.0% of portfolio›$339.6K
Parallel Advisors, LLC15,674
0.0% of portfolio›$335.0K
Capital Asset Advisory Services LLC14,895
0.0% of portfolio›$324.0K
Indivisible Partners14,881
0.0% of portfolio›$318.1K
Presilium Private Wealth, LLC13,832
0.0% of portfolio›$295.7K
WealthCare Investment Partners, LLC12,075
0.1% of portfolio›$258.1K
Laurel OAK Wealth Management, LLC11,592
0.0% of portfolio›$247.8K
M Wealth Management, LLC11,200
0.2% of portfolio›$239.4K
StoneX Group Inc.11,078
0.0% of portfolio›$242.4K
Prospera Financial Services Inc10,201
0.0% of portfolio›$223.6K
Flagstar Securities, Inc9,565
0.1% of portfolio›$204.5K
Wealthcare Advisory Partners LLC9,518
0.0% of portfolio›$203.4K
JFS Wealth Advisors, LLC8,869
0.0% of portfolio›$189.6K
Creative Financial Designs Inc7,749
0.0% of portfolio›$165.6K
Private Trust Co NA7,484
0.0% of portfolio›$160.0K
Kings Path Partners LLC6,949
0.0% of portfolio›$148.5K
Atlantic Edge Private Wealth Management, LLC5,000
0.0% of portfolio›$106.9K
Fifth Third Bancorp3,898
0.0% of portfolio›$83.3K
GGM Financial LLC3,420
0.0% of portfolio›$73.1K
Tsfg, LLC2,750
0.0% of portfolio›$59.0K
Signature Equity Partners, LLC2,570
0.0% of portfolio›$54.9K
Financial Perspectives, Inc2,263
0.0% of portfolio›$48.4K
Allworth Financial LP2,051
0.0% of portfolio›$46.1K
Oakworth Capital, Inc.1,875
0.0% of portfolio›$40.1K
PNC Financial Services Group, Inc.1,797
0.0% of portfolio›$38.4K
Spire Wealth Management1,422
0.0% of portfolio›$30.4K
Wilkerson Advisory Group LLC600
0.0% of portfolio›$12.8K
Hazlett, Burt & Watson, Inc.500
0.0% of portfolio›$11
Golden State Wealth Management, LLC218
0.0% of portfolio›$4.7K
Portfolio Resources Advisor Group, Inc.140
0.0% of portfolio›$3.0K
Trust Co of Vermont24
0.0% of portfolio›$513
StyleTurnoverLocationFiled
Orgel Wealth Management, LLC
8,832,260$188.8M3.6%ETFMediumAltoona, WI2026-10-14
Commonwealth Equity Services, LLC
1,379,286$29.5M0.0%ETFLowWaltham, MA2026-11-02
Pearl Planning LLC
340,940$7.3M3.0%ETFLowDexter, MI2026-10-13
Prentice Wealth Management LLC
320,623$6.9M1.4%ETFLowRochester, NY2026-10-20
Trust Co
312,781$6.7M0.6%ETFVery LowManhattan, KS2026-10-09
Heritage Investment Group, Inc.
240,775$5.1M0.7%ETFVery LowPompano Beach, FL2026-11-03
Forte Asset Management LLC
178,482$3.8M1.5%ETFLowBedford, NY2026-10-13
Crusonia Wealth Advisors LLC
172,403$3.7M0.6%ETFVery LowDenver, CO2026-10-26
Cambridge Investment Research Advisors, Inc.
159,955$3.4M0.0%ETFLowFairfield, IA2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
144,744$3.1M0.0%ETFLowMinneapolis, MN2026-10-14
Ashton Thomas Private Wealth, LLC
138,057$3.0M0.1%CoreMediumScottsdale, AZ2026-11-03
Joseph Group Capital Management
114,864$2.5M0.4%ETFLowColumbus, OH2026-11-04
Ellis Investment Partners, LLC
106,400$2.3M0.3%ETFLowBerwyn, PA2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
98,893$2.1M0.1%ETFMediumWestlake, OH2026-10-14
DeLarme Wealth Management, Inc.
96,956$2.1M1.2%ETFVery LowPalos Verdes Estates, CA2026-10-30
Wealth Enhancement Advisory Services, LLC
84,670$1.8M0.0%CoreLowPlymouth, MN2026-10-13
Legacy Advisory Services, LLC
76,758$1.6M1.2%ETFMediumExton, PA2026-10-20
McAdam, LLC
68,911$1.5M0.1%ETFLowPhiladelphia, PA2026-10-21
Truist Financial Corp
67,795$1.4M0.0%CoreLowCharlotte, NC2026-10-30
MBA Advisors LLC
53,327$1.1M0.4%ETFLowHermitage, PA2026-10-29
Park Avenue Securities LLC
44,428$950.0K0.0%ETFMediumNew York, NY2026-10-26
Premier Path Wealth Partners, LLC
43,655$933.1K0.1%GrowthMediumMadison, NJ2026-10-16
Advisory Resource Group
43,296$925.5K0.1%GARPMediumTulsa, OK2026-10-26
Creative Planning
36,172$773.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Farther Finance Advisors, LLC
36,018$769.9K0.0%IndexLowSan Francisco, CA2026-10-08
Destiny Wealth Partners, LLC
35,517$775.0K0.1%ETFMediumTavares, FL2026-11-05
Marietta Wealth Management, LLC
33,837$726.1K0.1%GrowthLowMarietta, GA2026-10-22
Tortuga Wealth Management, Inc
31,156$666.1K0.5%CoreLowTorrance, CA2026-10-27
Perigon Wealth Management, LLC
29,329$626.9K0.0%GrowthLowSan Francisco, CA2026-10-22
ShoreHaven Wealth Partners, LLC
28,660$612.6K0.2%ETFMediumRed Bank, NJ2026-10-16
Weitzel Financial Services, Inc.
28,507$610.8K0.2%ETFVery LowDubuque, IA2026-10-16
Diversify Advisory Services, LLC
28,022$604.7K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
28,022$604.7K0.0%GrowthMediumSandy, UT2026-10-20
Kestra Advisory Services, LLC
26,862$574.2K0.0%CoreLowAustin, TX2026-11-02
Flagship Harbor Advisors, LLC
26,484$566.1K0.0%ETFMediumBoston, MA2026-10-26
Focused Alpha, LLC
25,912$553.9K0.1%CoreMediumDenver, CO2026-10-20
Dynamic Advisor Solutions LLC
24,318$519.8K0.0%ETFLowPhoenix, AZ2026-10-13
Kuhn & Co Investment Counsel
23,720$507.0K0.3%CoreLowChicago, IL2026-10-29
GSG Advisors LLC
22,012$470.5K0.1%ETFVery LowMount Laurel, NJ2026-11-03
Objective Capital Management, LLC
21,896$468.0K0.4%ETFLowFairlawn, OH2026-10-13
Sagespring Wealth Partners, LLC
21,548$460.6K0.0%ETFLowFranklin, TN2026-10-22
Sowell Financial Services LLC
20,900$446.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Earned Wealth Advisors, LLC
20,766$443.9K0.0%ETFHighWalnut Creek, CA2026-11-06
Signaturefd, LLC
20,482$437.8K0.0%IndexLowAtlanta, GA2026-10-23
Hunter Associates Investment Management LLC
20,164$431.0K0.1%CoreLowPittsburgh, PA2026-10-26
Serenity Investment Advisors
19,995$427.4K0.2%ETFVery LowChicago, IL2026-10-30
Veracity Capital LLC
19,801$423.2K0.1%GrowthLowAtlanta, GA2026-10-08
Apollon Wealth Management, LLC
19,633$419.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Kestra Private Wealth Services, LLC
18,835$402.6K0.0%GrowthLowAustin, TX2026-11-06
Cornerstone Wealth Management, LLC
18,729$400.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
ARQ Wealth Advisors, LLC
18,250$390.1K0.0%ETFLowScottsdale, AZ2026-10-29
Alterna Wealth Management, Inc
16,442$351.4K0.2%ETFMediumHouston, TX2026-10-27
IFP Advisors, Inc
15,886$339.6K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
15,674$335.0K0.0%IndexLowSan Francisco, CA2026-11-03
Capital Asset Advisory Services LLC
14,895$324.0K0.0%ETFLowWilliamston, MI2026-10-30
Indivisible Partners
14,881$318.1K0.0%GrowthMediumClearwater, FL2026-10-26
Presilium Private Wealth, LLC
13,832$295.7K0.0%ETFVery LowRadnor, PA2026-10-26
WealthCare Investment Partners, LLC
12,075$258.1K0.1%ETFLowPortsmouth, RI2026-11-05
Laurel OAK Wealth Management, LLC
11,592$247.8K0.0%GrowthLowMarlton, NJ2026-10-19
M Wealth Management, LLC
11,200$239.4K0.2%ETFVery LowSan Diego, CA2026-10-14
StoneX Group Inc.
11,078$242.4K0.0%ETFMediumNew York, NY2026-11-03
Prospera Financial Services Inc
10,201$223.6K0.0%CoreMediumDallas, TX2026-11-04
Flagstar Securities, Inc
9,565$204.5K0.1%ETFVery LowNew York, NY2026-10-15
Wealthcare Advisory Partners LLC
9,518$203.4K0.0%ETFLowWest Chester, PA2026-10-21
JFS Wealth Advisors, LLC
8,869$189.6K0.0%ETFVery LowHermitage, PA2026-11-03
Creative Financial Designs Inc
7,749$165.6K0.0%ETFMediumKokomo, IN2026-11-04
Private Trust Co NA
7,484$160.0K0.0%CoreLowCleveland, OH2026-10-20
Kings Path Partners LLC
6,949$148.5K0.0%ETFVery LowSugar Land, TX2026-10-21
Atlantic Edge Private Wealth Management, LLC
5,000$106.9K0.0%CoreLowJacksonville, FL2026-10-20
Fifth Third Bancorp
3,898$83.3K0.0%IndexVery LowCincinnati, OH2026-11-05
GGM Financial LLC
3,420$73.1K0.0%ETFMediumColumbus, OH2026-11-05
Tsfg, LLC
2,750$59.0K0.0%ETFLowLake Forest, IL2026-10-23
Signature Equity Partners, LLC
2,570$54.9K0.0%GrowthMediumColumbus, OH2026-10-29
Financial Perspectives, Inc
2,263$48.4K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Allworth Financial LP
2,051$46.1K0.0%IndexLowFolsom, CA2026-11-06
Oakworth Capital, Inc.
1,875$40.1K0.0%ETFLowBirmingham, AL2026-10-26
PNC Financial Services Group, Inc.
1,797$38.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Spire Wealth Management
1,422$30.4K0.0%GrowthMediumMclean, VA2026-10-30
Wilkerson Advisory Group LLC
600$12.8K0.0%ETFMediumColumbia, MO2026-10-20
Hazlett, Burt & Watson, Inc.
500$110.0%CoreVery LowWheeling, WV2026-11-04
Golden State Wealth Management, LLC
218$4.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Portfolio Resources Advisor Group, Inc.
140$3.0K0.0%ETFMediumCoral Gables, FL2026-10-20
Trust Co of Vermont
24$5130.0%CoreVery LowBrattleboro, VT2026-10-21